Position in AFRM
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$85,219
+$85,217 QoQ
Shares Held
1,045
+2724.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#509
of 654 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CX Institutional holds $68,748,214 across 11 Credit Services names. AFRM ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
93,869 | $32,205,515 | |
| 2 | MA |
Mastercard Inc
|
26,565 | $13,643,784 | |
| 3 | AXP |
American Express Co
|
39,810 | $13,465,732 | |
| 4 | SYF |
Synchrony Financial
|
58,923 | $4,481,094 | |
| 5 | ENVA |
Enova International, Inc.
|
14,040 | $3,379,849 | |
| 6 | COF |
Capital One Financial Corp
|
4,766 | $956,154 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
9,362 | $404,251 | |
| 8 | AFRM |
Affirm Holdings, Inc.
This page
|
1,045 | $85,219 |
All Filings in AFRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,219 | 1,045 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $2 | 37 | Shares | Sole | 2026-04-06 | |
| No filing history on record for this holder in this stock. | ||||||